Electronic Arts: Big Gaming


Use the podcast player below to listen to our discussion on Electronic Arts and its Q4’22 result, which accompanies the detailed write-up below: (Date of report: 29 June 2022) We like gaming as an investment theme. This attractive and growing industry appeals to the digital native generations who can only become more important consumers as time goes on. With trends like increased smartphone penetration and improved access to broadband internet, the growth drivers for this industry are clear. Not all gaming companies are created equal, of course. With Activision Blizzard under offer from Microsoft, we decided to cover Electronic Arts as a major [...]